Profilul clientului

Learn how to manage all aspects of client profiles in TaxDome

Profilurile conturilor clienților

View and manage all client account info in one place—documents, contacts, jobs, tasks, and more.

Gestionați accesul la portal, notificările și sincronizarea e-mailului pentru e-mailul fiecărui contact.

Fix unlinked emails in TaxDome by linking them to contacts, revoking access, or deleting.

Help client to upload photo to their portal.